9258 Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,581
| Closed | -$215K | – | 331 |
|
|
2022
Q4 | $215K | Sell |
2,581
-1,768
| -41% | -$147K | 0.05% | 299 |
|
|
2022
Q3 | $313K | Buy |
+4,349
| New | +$313K | 0.08% | 234 |
|
|
2022
Q2 | – | Sell |
-3,293
| Closed | -$278K | – | 352 |
|
|
2022
Q1 | $278K | Sell |
3,293
-731
| -18% | -$61.7K | 0.06% | 295 |
|
|
2021
Q4 | $338K | Buy |
4,024
+371
| +10% | +$31.2K | 0.08% | 263 |
|
|
2021
Q3 | $266K | Buy |
3,653
+150
| +4% | +$10.9K | 0.07% | 286 |
|
|
2021
Q2 | $255K | Buy |
+3,503
| New | +$255K | 0.07% | 290 |
|